Trusted Securities Advisors Corp. (New York)

Name: Trusted Securities Advisors Corp.
Address: 1740 Broadway, New York, NY, 10019
Telephone: 917-206-3365

Trusted Securities Advisors Corp. is a large advisory firm based in New York. It manages $63.3 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 35 other states.

Trusted Securities Advisors Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trusted Securities Advisors Corp: assets under management

The assets under management (AUM) of Trusted Securities Advisors Corp. is $63.3 million. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trusted Securities Advisors Corp. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trusted Securities Advisors Corp.

Philip Paul Dambrisi has been acting as President since 1 Aug 1998. Michael James Jorgensen joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Lynn Engebretson	Chairman and director	1 Aug 1998	Other	xxx-xx-xxxx
Philip Paul Dambrisi	President	1 Aug 1998	Other	1429134
Catherine Richards Mcclellan	Secretary	1 Aug 1998	Other	1453119
Mony Securities Corporation	100% owner	1 Aug 1998	75% - 100%	4386
Steven George Orluck	Director	1 Aug 1998	Other	844977
Timothy James Lyle	Vp and chief compliance officer	1 Jun 1999	Other	1111138
Timothy Andrew Looney	Finop/financial officer	1 Jun 2000	Other	2727098
Michael James Jorgensen	Chief operating officer	1 Oct 2000	Other	2676329

Based in New York

The principal office where Trusted Securities Advisors Corp. performs its advisory services is located at 1740 Broadway, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-206-3365 or by fax 212-708-2901. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.trustedadvisors.com.